Nearly 37% of Polled Investors End Year With Expected Allocations


Last month’s Asset Allocation Survey special question asked AAII members how their allocations as of December 2016 compared to what they expected their allocations would look like at the start of the year. Nearly 37% of respondents said their allocations were similar to what they had anticipated they would be. Slightly more than 18% had greater-than-expected exposure to stocks and stock funds. About 15% ended the year with a larger-than-anticipated cash position. Just under 11% said they had a smaller-than-forecast allocation to bonds and bond funds, whereas 9% described their stock and stock fund allocations as being less than expected.

Here is a sampling of the responses:

  • “My allocation is a little light on stocks right now as I have recently taken some gains after the market run up.”
  • “Too much cash; waiting for a pullback.”
  • “About the same since I’ve been rebalancing along the way.”
  • “Equity percentage has risen more than anticipated.”
  • “Once I see what President Trump proposes to do with the economy, I might make allocation adjustments.”

Want to weigh in? Take the survey yourself and see results online at:

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